Simon Green Financial Planner Report

Name:
Simon Leonard Green

Rep Number:
000244871

Status:
Current

First Advice:
1999

Disciplinary action:
No action

Most Recent Role:
2003-12-08 onwards

Location:
Southport, South Eastern, QLD, 4215

Licensee
Name:

Number:
000234951

ABN:
11 074 608 558

Controlled By:

Appointed By
Name:
Professional Investment Services Pty Ltd

Licence Number:
000234951

ABN:
11 074 608 558

May advise on following product areas:
Government Debentures, Stocks or Bonds
Investment Life Insurance
Life Risk Insurance Products
Managed Investment Schemes, including IDPS
Standard Margin Lending Facility
Retirement Savings Account Products
Securities
Superannuation

Qualifications
Kaplan
ASX Securities
University of South Australia
Bachelor of Accountancy
FPA
Certified Financial Planner
Kaplan
Margin Lending
Tower
Self Managed Super Fund Course

Memberships
Association of Financial Advisers (AFA)
CPA Australia (CPA)
Chartered Accountants Australia and New Zealand (CA)
Financial Planning Association of Australia (FPA)